-99.8%
FCUV vs DOV
+14.8%
-114.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.7% |
| 7D | -66.5% | -2.0% | -64.5% | -66.4% |
| 30D | +5.0% | -8.9% | +13.9% | +9.3% |
| 3M | +63.8% | -13.3% | +77.1% | +73.2% |
| 6M | -67.8% | -9.7% | -58.2% | -67.2% |
| YTD | -82.4% | -2.5% | -80.0% | -83.0% |
| 1Y | -94.7% | +7.2% | -102.0% | -95.3% |
| 3Y | -99.3% | +39.4% | -138.7% | -99.5% |
| All | -99.8% | +14.8% | -114.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling